but there is a risk, he believes, that those people do actually go to a samsung product. >> i suppose there is a risk for sure, but i think that, i mean, this stock will probably a number of times before we see that december quarter it will get excited on that same news. >> there are people walking around with cracked screens who will wait for the iphone 5 on the store. >> there are people walking around with crack who will wait for the iphone. >> what a trade. >> there are people who will literally wait with a broken product. i this i that's a minor risk in the story of apple. >> we have to talk about nike. another big mover. cnbc jackie deangeles is monitoring the shares after they reported a 12% drop in profits. >> you're absolutely right. it was a drop in profits but the numbers actually looked better than expectations. the eps was higher, the revenues were higher. the numbers were lower year on year. 136 for the eps this quarter versus 123. meantime, the company saying that demand in charkts like china was slowing. higher cost of materials used in things like shoes, t-shirts, tha